DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

E•••••••• C••••••

Asset manager (funds and pooled vehicles)Portland, OregonCRD 160800SEC 801-73250website IAPD

Legal name D•••• L•

Latest filing Mar 27, 2026

First filing on the tape Feb 9, 2012 · 26 filings

SEC status approved since Feb 17, 2012

RAUM

$1.9B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

16 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

26 filings and snapshots on the tape

RAUM$1.9B as of Mar 27, 2026

Mar 28, 2013$1.4B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 27, 2026

Mar 28, 20130 then

Employees (5.A)24 as of Mar 27, 2026

Mar 28, 201318 then

Private funds7 as of Mar 27, 2026

Mar 28, 20138 then

RAUM -11% over the last fiscal year-4.2% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 27, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $315MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived4 offices incl. principal (1.F.5)
RAUM growth, one year: -11%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: yesreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$1.9B100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 6reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

16 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
E•••••••• C•••••• F••• V••• L•••	Private Equity Fund	$928M	49	Mar 30, 2015
E•••••••• C•••••• F••• V•••• L•••	Private Equity Fund	$927M	116	Mar 31, 2021
E•••••••• P•••••• M••• O••••••••• L•••	Private Equity Fund	$124M	9	Mar 31, 2022
E•••••••• A••••••••• F••• V••• L•••	Private Equity Fund	$85.6M	82	Mar 30, 2015
E•••••••• C•••••• F••• V•• L•••	Private Equity Fund	$54.3M	88	Feb 9, 2012
E•••••••• C•••••• F••• I•• L•••no longer reported	Private Equity Fund	$22.9M	46	Feb 9, 2012
E•••••••• E•••••••• F••• V•••• L•••	Private Equity Fund	$21.8M	27	Mar 31, 2021
E•••••••• G• F••• V••• L•••	Private Equity Fund	$18.7M	12	Mar 30, 2015
E•••••••• C•••••• F••• V• L•••no longer reported	Private Equity Fund	$8.8M	78	Feb 9, 2012
E•••••••• C•••••• F••• I••• L•••no longer reported	Private Equity Fund	$4.3M	33	Feb 9, 2012
E•••••••• C•••••• P••••••• F••• I•• L•••no longer reported	Private Equity Fund	$2.5M	4	Feb 9, 2012
E•••••••• A••••••••• F••• I•• L•••no longer reported	Private Equity Fund	$1.2M	64	Feb 9, 2012
E•••••••• A••••••••• F••• V•• L•••	Private Equity Fund	$647,672	24	Feb 9, 2012
E•••••••• A••••••••• F••• I••• L•••no longer reported	Private Equity Fund	$211,906	20	Feb 9, 2012
E•••••••• A••••••••• F••• V• L•••no longer reported	Private Equity Fund	$158,972	35	Feb 9, 2012
E•••••••• C•••••• F••• V• A••• L•••no longer reported	Private Equity Fund	$20,000	73	Feb 9, 2012

Owners and control persons

Schedule A and B, latest filing

A••••• L•••••• M••••••• · Chief Financial Officer; Elected Managercontrol
since 05/2017 · owns less than 5%
B•••••• S••••••• E••••• · Managing Membercontrol
since 04/2002 · owns 10% to 25%
D•••••• D••••• M••• · Managing Membercontrol
since 06/1998 · owns 10% to 25%
J••••• L•••••• M••• · Managing Membercontrol
since 01/2008 · owns 10% to 25%
R•••••••• A••••• S••••• · Managing Membercontrol
since 01/2008 · owns 10% to 25%
V•• S••••••••• J•••• E•••• · Managing Membercontrol
since 06/1996 · owns 10% to 25%
W•••••• B•••••••• O••••••••• F••• · Managing Membercontrol
since 07/2021 · owns 10% to 25%
W••••••• E•••• N••••• · Chief Compliance Officer / Director Of Administration; Elected Managercontrol
since 07/2017 · owns less than 5%

Related persons

Schedule D 7.A

E•••••••• C•••••• V•• L••
pooled vehicle sponsorn
E•••••••• C•••••• V••• L••
pooled vehicle sponsorn
E•••••••• C•••••• V•••• L••
pooled vehicle sponsorn

Advisers that list E•••••••• C•••••• as a related person

160825 n

Offices

Schedule D 1.F, the 25 largest

Los Angeles, CA10 employees
Seattle, WA3 employees
Denver, CO1 employees

What changed

consecutive filings, newest first

Advisory employees · 18 to 16
Mar 28, 2025 to Mar 27, 2026
Employees · 25 to 24
Mar 28, 2025 to Mar 27, 2026
Private funds · 6 to 7
Mar 28, 2025 to Mar 27, 2026
Discretionary RAUM · $2.1B to $1.9B
Mar 28, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $2.1B to $1.9B
Mar 28, 2025 to Mar 27, 2026
RAUM · $2.1B to $1.9B
Mar 28, 2025 to Mar 27, 2026
Accounts · 8 to 6
Mar 28, 2024 to Mar 28, 2025
Advisory employees · 19 to 18
Mar 28, 2024 to Mar 28, 2025
Pooled vehicle clients · 8 to 6
Mar 28, 2024 to Mar 28, 2025
Custody of client assets · false to true
Mar 28, 2024 to Mar 28, 2025
Employees · 23 to 25
Mar 28, 2024 to Mar 28, 2025
Financial planning clients · 0 to
Mar 28, 2024 to Mar 28, 2025
Private funds · 8 to 6
Mar 28, 2024 to Mar 28, 2025
Discretionary RAUM · $2.2B to $2.1B
Mar 28, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $2.2B to $2.1B
Mar 28, 2024 to Mar 28, 2025
RAUM · $2.2B to $2.1B
Mar 28, 2024 to Mar 28, 2025
Employees · 25 to 23
Mar 31, 2023 to Mar 28, 2024
Discretionary RAUM · $2.1B to $2.2B
Mar 31, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $2.1B to $2.2B
Mar 31, 2023 to Mar 28, 2024
RAUM · $2.1B to $2.2B
Mar 31, 2023 to Mar 28, 2024
Accounts · 10 to 8
Jun 24, 2022 to Mar 31, 2023
Advisory employees · 18 to 19
Jun 24, 2022 to Mar 31, 2023
Pooled vehicle clients · 10 to 8
Jun 24, 2022 to Mar 31, 2023
Employees · 23 to 25
Jun 24, 2022 to Mar 31, 2023
Private funds · 10 to 8
Jun 24, 2022 to Mar 31, 2023
Discretionary RAUM · $2.4B to $2.1B
Jun 24, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $2.4B to $2.1B
Jun 24, 2022 to Mar 31, 2023
RAUM · $2.4B to $2.1B
Jun 24, 2022 to Mar 31, 2023
Succession · true to false
Jun 24, 2022 to Mar 31, 2023
Legal name · D•••• L•• to D•••, LP
Mar 31, 2022 to Jun 24, 2022
Succession · false to true
Mar 31, 2022 to Jun 24, 2022
Advisory employees · 19 to 18
Mar 31, 2021 to Mar 31, 2022
Organization form · Limited Liability Company to Limited Partnership
Mar 31, 2021 to Mar 31, 2022
Discretionary RAUM · $2.7B to $2.4B
Mar 31, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $2.7B to $2.4B
Mar 31, 2021 to Mar 31, 2022
RAUM · $2.7B to $2.4B
Mar 31, 2021 to Mar 31, 2022
Accounts · 8 to 10
Mar 31, 2020 to Mar 31, 2021
Advisory employees · 20 to 19
Mar 31, 2020 to Mar 31, 2021
Pooled vehicle clients · 8 to 10
Mar 31, 2020 to Mar 31, 2021
Employees · 24 to 23
Mar 31, 2020 to Mar 31, 2021

Signals

4 dated events

E•••••••• C•••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jun 24, 2022 · Succession (Item 4) · fact
O'Flanagan Flor Bradaigh Wagner (Managing Member) appeared on Schedule A of E•••••••• C••••••
Mar 31, 2022 · Control person joined · fact
Wesley John Dixon (Managing Member) no longer on Schedule A of E•••••••• C•••••• (listed 2021-03-31, absent 2022-03-31)
Mar 31, 2022 · Control person left · inference
E•••••••• C•••••• reported RAUM $2.7B, up 49% from $1.8B (2020-03-31 to 2021-03-31)
Mar 31, 2021 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

E•••••••• C•••••• · Independent Sponsors
shared crd · capital_provider
E•••••••• C•••••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: E••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 503-223-2721reportedpublic record, Form ADV, Mar 27, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026